Cold Call

Registered Rep.: What's the best part about working in San Francisco? Brodie Cobb: Natural beauty, food, wine and outdoor sports. RR: As an RIA, what is your firm's largest expense (excluding compensation)? BC: Rent. RR: If you weren't in this industry, what would you be doing? BC: Winemaker. RR: What's one piece of technology you can't imagine working without? BC: Telephone. RR: On average, how many

Registered Rep.: What's the best part about working in San Francisco?

Brodie Cobb: Natural beauty, food, wine and outdoor sports.

RR: As an RIA, what is your firm's largest expense (excluding compensation)?

BC: Rent.

RR: If you weren't in this industry, what would you be doing?

BC: Winemaker.

RR: What's one piece of technology you can't imagine working without?

BC: Telephone.

RR: On average, how many emails do you receive daily?

BC: 400.

RR: What's the first thing you do when you get to the office?

BC: Turn the computer on.

RR: Best way to spend a Sunday afternoon?

BC: Preparing for the upcoming week.

RR: How did you meet your first client?

BC: Trade show.

RR: What's one thing that would most benefit the financial advisory industry?

BC: Better reporting.

RR: The one thing every FA should know before meeting a new client?

BC: His/her agenda.

RR: Favorite place for a business lunch?

BC: Perbacco Restaurant.

RR: One area of financial planning you plan to learn more about?

BC: Tactical overlay.

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